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Best financial advisors in New Iberia, LA

Registered advisers within 25 miles of New Iberia, LA.

Offices
175
Firms
55
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,680,750 clients when Item 5C has a number
Avg / client
$3.75M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
EDWARD JONES
NEWEDGE ADVISORS
LPL ENTERPRISE, LLC

Investors

NOUPHAY KONGPHONGMANY
Jeremy Lee DuBose
JED MATTHEW INZERELLA
TERRANCE JOSEPH KEENAN
MICHELLE INZERELLA KEENAN
JANELLE D RODRIGUE
PHILIP BRYAN MAYEUX
JOSEPH THADDEUS REGARD
MARK EDWARD DUCK
Michelle Nicole Derouen
ARTHUR ROUSE MIXON
Raymond Romero
John Burton Enoch Cestia
Tristen Mical Louviere
Jason Paul Foster
Thomas Allen Evans
William Scott Hill
KALEB MICHAEL FREYOU
Troy Arceneaux
CRAIG JOSEPH VIATOR
GERALD ALPHONSE BEAULLIEU
KENNETH STANSBURY
Chase Robert Buteaux
SHAWN PATRICK HARRISON
Kyli Blanchard Vaughn
Wendy D Bourque
Aaron Michael Ogea
STEPHANIE ARCENEAUX MOORE
Matthew Joseph Valls
Margery Minvielle LeBlanc
Robert Patrick Burke
KARL EDWIN VINCENT
ROSS DAVID BERNARD

Within 25 miles of New Iberia, LA, Best Investors lists 55 registered investment advisory firms with 175 offices nearby, managing about $10.1T in combined regulatory AUM across 2,680,750 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in New Iberia

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM